Skip to content
Disclosery

EXFY EXPENSIFY INC

Follow

COM CL A (common), issuer CIK 1476840

104 managers (105 13F filers) reported a position in EXFY shares at 2025-09-30, 31,969,840 shares in all. 25 filers opened a position and 17 filers sold out during the quarter.

Managers
104
13F filers
105
New
25
Added
31
Reduced
31
Sold out
17
Shares held by filers
31,969,840

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
VANGUARD GROUP INCin group VANGUARD GROUP INC4,543,639$8.41M<0.01%+197,70213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.4,157,597$7.69M<0.01%+152,66013F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC2,272,041$4.2M0.01%+200,26913F-HRTimelineGroup
CastleKnight Management LP2,161,305$4M0.21%+869,15913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,836,320$3.4M<0.01%-13,00013F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.1,525,993$2.82M<0.01%-318,05913F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,407,595$2.6M<0.01%+81,46613F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP1,359,874$2.52M<0.01%-187,87713F-HRTimelineGroup
FORMULA GROWTH LTD1,150,000$2.13M0.76%013F-HRTimeline
Connor, Clark & Lunn Investment Managem…1,080,994$2M0.01%-39,99613F-HRTimeline
Palogic Value Management, L.P.932,987$1.73M0.73%+431,56713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC703,850$1.3M<0.01%-414,35013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP673,133$1.25M<0.01%+90,91613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY661,312$1.22M<0.01%-278,93313F-HR/ATimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding517,452$957K-227,352Timeline
IEQ CAPITAL, LLC511,608$946K<0.01%+45,80613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP450,951$834K<0.01%+4,29413F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co448,677$830K<0.01%-11,13613F-HRTimelineGroup
CEERA INVESTMENTS, LLC443,640$821K0.26%013F-HRTimeline
Qube Research & Technologies Ltd348,521$645K<0.01%+108,80113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC324,613$601K<0.01%+115,58913F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP310,681$575K0.05%-205,50613F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP297,856$552K<0.01%-83,09013F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC277,340$513K<0.01%-20,43613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC255,917$473K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC196,662$364K<0.01%-466,33813F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC191,764$355K<0.01%+116,38513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd181,247$335K0.02%+120,77513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp170,203$315K<0.01%+50413F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.161,146$298K<0.01%-1,83813F-HRTimelineGroup
Morling Financial Advisors, LLC149,024$276K0.09%013F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC144,300$267K0.01%-50,00013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS143,175$265K<0.01%-21,18813F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC125,609$232K<0.01%-20,40613F-HR/ATimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC121,441$225K<0.01%013F-HRTimelineGroup
Dynamic Technology Lab Private Ltd111,449$206K0.03%+51,14513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/105,899$196K<0.01%-6,17913F-HR/ATimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\100,647$186K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO100,479$186K<0.01%-173,60613F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…84,262$156K<0.01%-183,97913F-HRTimelineGroup
Nuveen, LLCin group TIAA77,657$144K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG66,218$123K<0.01%+5,17713F-HRTimelineGroup
Wealthspire Advisors, LLC66,212$122K<0.01%013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC63,864$119K<0.01%+2,68413F-HRTimelineGroup
Verition Fund Management LLC55,912$103K<0.01%+20113F-HRTimeline
RHUMBLINE ADVISERS55,679$103K<0.01%-30313F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.54,945$102K<0.01%+2,42913F-HRTimelineGroup
Sugar Maple Asset Management, LLC51,000$94.3K0.07%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC50,347$93.1K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN43,798$81K<0.01%+6,70713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC40,856$75.6K<0.01%new13F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND40,500$74.9K<0.01%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.38,875$71.9K<0.01%+94713F-HRTimelineGroup
PRELUDE CAPITAL MANAGEMENT, LLC36,400$67.3K0.01%+14,80013F-HRTimeline
Williams & Novak Wealth Management, LLC30,540$56.5K0.04%new13F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC30,530$56.5K<0.01%+1,80113F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/30,121$56K<0.01%013F-HRTimeline
ROYCE & ASSOCIATES LP30,109$55.7K<0.01%+10,35813F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…27,633$51.1K<0.01%-5,06013F-HRTimelineGroup
HighTower Advisors, LLC27,407$50.7K<0.01%013F-HRTimeline
Hillsdale Investment Management Inc.27,038$50K<0.01%-58,05913F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd24,080$44.7K<0.01%new13F-HRTimelineGroup
GLOBEFLEX CAPITAL L P21,801$40.3K0.01%-304,64313F-HRTimeline
Sand Hill Global Advisors, LLC20,314$37.6K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC19,524$36K<0.01%new13F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources18,428$34.1K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC15,163$28.1K<0.01%+5,15513F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC14,499$26.8K<0.01%-14,81513F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management13,981$25.9K<0.01%new13F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC12,539$23.2K<0.01%-5,32313F-HRTimelineGroup
Police & Firemen's Retirement System of…12,436$23K<0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,907$21.9K<0.01%new13F-HRTimeline
ProShare Advisors LLC10,225$18.9K<0.01%-2,03813F-HRTimeline
ALLIANCEBERNSTEIN L.P.10,200$18.9K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,591$18.5K<0.01%+2,61513F-HRTimelineGroup
Mutual Advisors, LLC10,000$16.8K<0.01%013F-HRTimeline
Arax Advisory Partners8,017$14.8K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,753$12.5K<0.01%+2,91413F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…6,105$11.3K<0.01%013F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc6,081$11.2K<0.01%013F-HRTimelineGroup
GROUP ONE TRADING LLC6,048$11.2K<0.01%-40013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4,953$9.16K<0.01%new13F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…3,734$6.91K<0.01%+313F-HRTimeline
FMR LLCin group FMR LLC2,838$5.25K<0.01%+57913F-HRTimelineGroup
AMALGAMATED BANK2,042$4K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,000$3.9K<0.01%013F-HRTimelineGroup
Sterling Capital Management LLC1,989$3.68K<0.01%+1,16313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,685$3.12K<0.01%-19,00613F-HRTimelineGroup
Covestor Ltd1,561$3K<0.01%new13F-HRTimeline
Essential Partners LLC706$1.31K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…688$1.27K<0.01%new13F-HRTimelineGroup
SBI Securities Co., Ltd.597$1.1K<0.01%+3113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA595$1K<0.01%-4,13613F-HRTimelineGroup
IFP Advisors, Inc371$686<0.01%new13F-HR/ATimeline
Clearstead Advisors, LLC200$370<0.01%new13F-HRTimeline
Parallel Advisors, LLC100$185<0.01%013F-HRTimeline
Allworth Financial LP92$171<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC55$102<0.01%new13F-HRTimeline
True Wealth Design, LLC35$65<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.29$54<0.01%new13F-HRTimeline
Wealth Watch Advisors, INC14$26<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10$19<0.01%new13F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC9$17<0.01%-5,61513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1$2<0.01%new13F-HRTimelineGroup